Apple Receiving Privacy Pushback from Politicians, Interest in AirPods Remains Strong, Questions Surround Apple Watch Interest
Today's Above Avalon daily update includes the following stories:
Apple Receiving Privacy Pushback from Politicians
Interest in AirPods Remains Strong
Questions Surround Apple Watch Interest
We kick off today’s email by going over a new report detailing how some U.S. politicians are not pleased with Apple’s approach to privacy legislation. The discussion then turns to AirPods and Apple Watch interest ahead of Apple’s 3Q19 earnings report. We go over the latest Google Trends data and my thoughts regarding what the numbers signal regarding sales.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
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Amazon Developing High-End Speaker, Apple Glasses Rumor Circulates, Foldables vs. Smart Glasses vs. Self-Driving Cars
Today's Above Avalon daily update includes the following stories:
Amazon Developing High-End Speaker
Apple Glasses Rumor Circulates
Foldables vs. Smart Glasses vs. Self-Driving Cars
We begin a new week of daily updates in stationary speaker land and my thoughts on Amazon working on a high-end stationary speaker. The discussion then turns to Apple Glasses and a new rumor that Apple disbanded the group working on AR/VR glasses. We conclude the update with why I think there has been so much bullishness surrounding foldables while smart glasses and self-driving cars have received much skepticism and doubt.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
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Angela Ahrendts’ Best Interview to Date, Tesla’s Quarterly Deliveries, Google Kills Nest App for Wearables
Today's Above Avalon daily update includes the following stories:
Angela Ahrendts’ Best Interview to Date
Tesla’s Quarterly Deliveries
Google Kills Nest App for Wearables
Today's update will cover three stories that jumped out at me. We begin with my takeaways and notes from Angela Ahrendts’ interview with RBC. The former head of Apple retail covered a number of topics including her time at Apple and retail’s future. The email then turns to Tesla’s latest delivery figures and how Elon Musk is now focusing on something else in addition to quarterly shipment numbers. The discussion concludes with Google making another questionable decision regarding wearables.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
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Apple Updates MacBook Line, 12-inch MacBook Discontinued, WarnerMedia Unveils HBO Max
Today's Above Avalon daily update includes the following stories:
Apple Updates MacBook Line
12-inch MacBook Discontinued
WarnerMedia Unveils HBO Max
We begin today’s update with my thoughts on the various changes Apple announced to the MacBook line. The discussion includes why Apple’s decision to discontinue the 12-inch MacBook stands out to me. We then shift over to media land and look at new tidbits regarding HBO Max, WarnerMedia’s new direct-to-consumer video service. The email concludes with my latest thinking regarding Apple TV+ pricing options.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
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Latest App Store Trends, Mac Pro to Be Assembled in China, The Intricacies Found with Apple News+
Today's Above Avalon daily update includes the following stories:
Latest App Store Trends
Mac Pro to Be Assembled in China
The Intricacies Found with Apple News+
We kick off today's update by discussing new App Store revenue estimates from Sensor Tower.
With Apple earnings a few weeks away, now is the time to start collecting FY3Q19 (April to June) data and numbers. My stance is that a mosaic theory is useful – taking a number of data points and estimates from various places that have a good track record. This means that we end up elevating numbers from Kantar and Sensor Tower while mostly ignoring Gartner, IDC, etc. (who end up publishing their estimates after the fact anyway).
We then shift over to the Mac Pro and conclude with a corollary worth pursuing related to Apple News+ following yesterday's update.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
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Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
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Eddy Cue Talks Apple TV+, A Slow Start for Apple News+? , Apple Music Subscriber Trajectory
Today's Above Avalon daily update includes the following stories:
Eddy Cue Talks Apple TV+
A Slow Start for Apple News+?
Apple Music Subscriber Trajectory
Today’s update ends up having an Apple Services theme. We begin with two recent Eddy Cue interviews that included a few new tidbits regarding Apple TV+. The discussion then turns to Apple News+ and concludes with the latest Apple Music subscriber data. We look at the current subscriber trajectory for Apple Music and what it tells us about Apple’s broader Services strategy.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
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Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
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Don't Ignore Marc Newson, Jeff Williams’ Significance, The WSJ’s Hit Piece Against Jony Ive
Today's Above Avalon daily update includes the following stories:
Don't Ignore Marc Newson
Jeff Williams’ Significance
The WSJ’s Hit Piece Against Jony Ive
In yesterday’s update, we focused on the environment and factors leading up to last week’s news involving Jony Ive and Jeff Williams. I’m happy with how that update turned out as I think it captured the essence of what is taking place.
In today’s update, we are going to focus more on the future and my thoughts on how some of these changes may play themselves out in the near term. We will also talk about the WSJ’s article regarding Jony Ive’s departure. Needless to say, there were issues found with the piece.
Above Avalon membership is required to read this 3,000-word daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
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Thoughts on the Jony Ive News
Today's Above Avalon daily update is dedicated to discussing the Jony Ive news.
The 3,600-word email includes the following sections:
Jony Ive to Form New Design Company
A Gift in Disguise
Bearing High Expectations
An Evolution?
Leadership Changes
The Final Arbitrator
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive the full Above Avalon experience throughout the week.
The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:
Apple business and strategy analysis.
Neil’s perspective and observations on current news and Apple competitors.
Neil’s Apple financial estimates.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Receive Exclusive Daily Updates. The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members.
Access Reports and Neil’s Earnings Model. Members have access to Above Avalon reports, which are in-depth examinations of Apple's business and financial strategy. Each report is 4,000 to 5,000 words and covers one Apple topic. Members also have access to Neil’s working Apple earnings model (an Excel file that also works in Numbers). The model is fully functional and adjustable with the ability to alter earnings drivers. Reports and Neil’s earnings model are available to members at no additional cost.
Email Priority. Receive priority when it comes to having email questions and inquiries answered. Neil personally answers all inquiries, including any customer service matters related to your membership.
Archive Access. Read more than 850 daily updates and five reports that have been previously sent to members. The Above Avalon member archive is unmatched in the marketplace in terms of the sheer amount of Apple analysis found in one location. The daily updates archive can be viewed here while the reports archive is available here.
Member Forum Access. Join other Above Avalon members in an active forum containing in-depth discussion and debate. While most private member forums have limited participation, the Above Avalon member forum has become known as one of the more vibrant private communities dedicated to Apple. Members live in 55 countries and hold a diverse range of backgrounds and occupations. There is a specific forum channel for members to share AAPL stock and options trading strategies. Neil moderates and participates in the forum. The forum is run through Slack and can be accessed here.
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Member Meet-ups. Meet Neil and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Apple News Spotlight Is a Winner, Apple Watch Camera Patent Surfaces, The Case for Cameras on the Wrist
Today's Above Avalon daily update includes the following stories:
Apple News Spotlight Is a Winner
Apple Watch Camera Patent Surfaces
The Case for Cameras on the Wrist
We begin today’s update with my thoughts on Apple News Spotlight and why I’m optimistic about Apple’s ability to distribute written content to hundreds of millions of people. The discussion then turns to the wrist and the rationale for putting a camera in Apple Watch.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Apple Officially Buys Drive.ai, Netflix to Lose "The Office," Video Streaming Anchors
Today's Above Avalon daily update includes the following stories:
Apple Officially Buys Drive.ai
Netflix to Lose "The Office”
Video Streaming Anchors
In today’s update, we will begin with a follow-up to Apple buying Drive.ai and what the acquisition tells us about Project Titan. The discussion will then turn to video streaming and news that Netflix will be losing “The Office” to NBCUniversal. As the subscription video streaming landscape takes shape, one developing trend is that each service appears to be relying on what I am calling “anchors.” We discuss the topic in detail.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Inside Apple’s App Review, Content Curation vs. Moderation, Apple Formerly Responds to Spotify Complaint
Today's Above Avalon daily update includes the following stories:
Inside Apple’s App Review
Content Curation vs. Moderation
Apple Formerly Responds to Spotify Complaint
Today's update will have an App Store / curation theme. We begin with a closer look at how app review works within Apple. The discussion then turns to the much larger discussion involving the key differences between content curation and moderation. We finish with how some of Apple’s punches against Spotify’s antitrust complaint sure have been connecting.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Google Ends Tablet Hardware Development, Was Android an Exception?, Apple Investigating Supply Chain Changes
Today's Above Avalon daily update includes the following stories:
Google Ends Tablet Hardware Development
Was Android an Exception?
Apple Investigating Supply Chain Changes
We begin today's update with news that Google is moving away from developing its own tablet hardware. The discussion then turns to my thoughts on whether or not Android was an exception in terms of Google software dominance. We conclude with why I think Apple faces a double-edged sword in terms of its supply chain.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
Apple financial estimates.
My perspective and observations on current news and Apple competitors.
Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive exclusive daily updates containing my analysis and perspective, 100% related to Apple. Approximately 200 daily updates are published throughout the year. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model. Access my working Apple earnings model. The model is fully functional and adjustable with the ability to alter earnings drivers.
Email Priority. Receive timely responses to all email questions and inquiries.
Archive Access. Read daily updates and reports previously sent to members. The archive can be viewed here.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Receive Above Avalon Weekly Articles via Email. Receive the weekly Above Avalon article via email. This feature is only available to members.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Addressing the Hole in the Grand Unified Theory of Apple Products, Revisiting Apple’s Achilles' Heel, Apple Partners with Best Buy for Product Repairs
Today's Above Avalon daily update includes the following stories:
Addressing the Hole in the Grand Unified Theory of Apple Products
Revisiting Apple’s Achilles’ Heel
Apple Partners with Best Buy for Product Repairs
We begin today’s update with additional comments on the latest Above Avalon article, “Apple's Product Strategy Is Changing.” In particular, we look at how Apple is addressing the hole in my Grand Unified Theory of Apple Products. The discussion then turns to whether or not the Mac is still Apple’s Achilles’ Heel. The email concludes with some noteworthy Apple Retail changes.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates revolve around the following topics:
Apple business and strategy analysis.
Apple earnings and financial estimates.
My perspective and observations on current news, Apple competitors, and keynotes/events.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.
Priority Email Access. Receive timely responses to all email questions and inquiries.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Archive Access. Read daily updates previously sent to members. The archive can be viewed here.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Initial Thoughts on Libra and Facebook Calibra, Apple and Digital Currencies, Japan Display Runs Into More Trouble
We will begin today's email by discussing my initial thoughts on Facebook's move into digital currencies with Libra and Calibra. The discussion will also approach the topic from Apple's vantage point.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates revolve around the following topics:
Apple business and strategy analysis.
Apple earnings and financial estimates.
My perspective and observations on current news, Apple competitors, and keynotes/events.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.
Priority Email Access. Receive timely responses to all email questions and inquiries.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Archive Access. Read daily updates previously sent to members. The archive can be viewed here.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.
Tim Cook's Stanford Commencement Address, CNBC's Weak Retort Against Cook, J.J. Abrams Chooses WarnerMedia
We will begin today's email with a discussion of Tim Cook's powerful commencement address at Stanford. We will then cover some of the criticism that Cook's privacy pitch received. We conclude the email with news that J.J. Abrams has decided to partner with WarnerMedia.
Above Avalon membership is required to read this daily update. Members can read the update here.
Above Avalon Membership
Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates revolve around the following topics:
Apple business and strategy analysis.
Apple earnings and financial estimates.
My perspective and observations on current news, Apple competitors, and keynotes/events.
If it is of interest to Apple, it is something I pay attention to.
Member Privileges and Benefits
Exclusive Analysis. Receive my exclusive daily email containing analysis and perspective, 100% related to Apple. Members also receive my exclusive reports, in-depth examinations into Apple's business strategy. Each report covers one topic, and a new report is published each quarter.
Apple Earnings Model Access. Have access to my Apple earnings model containing financial projections.
Priority Email Access. Receive timely responses to all email questions and inquiries.
Forum Access. Join other Above Avalon members in a forum containing in-depth discussion and Apple debate. The forum can be accessed here. Members live in 55 countries and hold a diverse range of backgrounds and occupations. I (Neil Cybart) personally moderate and oversee the forum.
Archive Access. Read daily updates previously sent to members. The archive can be viewed here.
Member meet-ups. Meet me and other Above Avalon members to discuss Apple and other related news items. Prior meet-ups have taken place in San Francisco, Cupertino, and San Jose. Future meet-ups are possible in other cities.
Receive Weekly Articles via Email. Receive weekly Above Avalon articles via email. This feature is only available to members.
Above Avalon Support. Play an active role in supporting Above Avalon as an independent source of Apple analysis. Above Avalon is fully sustained by its members.